Beacon Financial Advisory’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $574K | Hold |
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|
2023
Q1 | $579K | Buy |
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|
2022
Q4 | $367K | Hold |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $753K | Buy |
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|
2022
Q1 | $522K | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $650K | Buy |
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|
2021
Q2 | $229K | Buy |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $307K | Buy |
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|
2020
Q3 | $205K | Hold |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | $200K | Buy |
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|
2019
Q4 | $200K | Buy |
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